MFS Meridian Funds - Prudent Wealth Fund W1 GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |||
Price Return | 9.92 | 12.38 | 4.87 | -5.93 | 8.85 | 1.80 | ||
+/- Category | -0.53 | 8.20 | -3.43 | -2.59 | 4.74 | -3.20 | ||
+/- Category Index | - | - | -3.66 | -3.38 | 1.46 | -4.50 | ||
% Rank in Category | 57 | 5 | 82 | 76 | 7 | 94 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.33 | 0.15 | -0.22 |
1 Week | 1.26 | 0.50 | 0.35 |
1 Month | -0.38 | -0.33 | -0.78 |
3 Months | -1.80 | -1.31 | -2.35 |
6 Months | 1.54 | -1.75 | -3.06 |
YTD | 0.98 | -3.58 | -4.82 |
1 Year | 5.65 | -3.79 | -5.74 |
3 Years Annualised | 1.28 | -1.84 | -3.19 |
5 Years Annualised | 3.21 | 0.13 | -1.18 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.13 | -1.12 | - | - |
2023 | 2.44 | 0.52 | 2.60 | 3.04 |
2022 | -2.96 | -0.75 | 0.29 | -2.60 |
2021 | -1.70 | 3.28 | 2.54 | 0.73 |
2020 | 7.64 | 5.69 | -0.75 | -0.47 |
2019 | 4.06 | 6.33 | 2.16 | -2.75 |
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